from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
Boost your brokerage performance with a short, practical course that streamlines policy distribution from lead intake to renewal. Learn to diagnose workflow bottlenecks, design efficient lifecycle processes, and apply standards that cut errors. Explore modern automation, AMS and CRM setups, clear team roles, and a step-by-step implementation roadmap to improve turnaround, retention, and client satisfaction fast.
Elevify advantages
Develop skills
- Design lean policy workflows: cut delays, errors, and rework fast.
- Set brokerage KPIs: track quote speed, issuance time, and retention in days.
- Implement insurance tech stack: AMS, CRM, raters, and e-signature in weeks.
- Build insurer-ready documentation: ACORD mapping, submission packs, and SLAs.
- Lead brokerage change: rollout plans, risk controls, and stakeholder buy-in.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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Course in PDF
